Our Financial Advisers

We provide a personal financial planning service by home visit or video call, to help meet yours and your family’s current and future financial needs.

Foresters customers with a Forester Life Financial Adviser
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Home-based and video financial planning service

 

Our customer satisfaction rating 

Our customers rate our Advisers 4.7 out of 5 stars

 

Taking care of family finances for over 140 years

Taking care of family finances for over 145 years

 

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Our Financial Advisers do not charge for financial advice.

 

Our Financial Planning Service

Whatever your situation, our Financial Advisers will be on hand to take you through your options and help determine what type of savings or protection Plan is best for you. Once we have found the right solution to suit your needs, you will be able to make your decision. Simple as that.

With over 170 of our own Financial Advisers based across the UK, you can be assured of personal attention and a quality service at all times. Our Advisers work solely for Foresters and are paid directly, therefore they will not charge you for any advice given.

Meet with one of our Financial Advisers by video appointment or face-to-face with a home visit, to discuss your options at your convenience. Request a Financial Adviser appointment by completing our simple form.

Request an Adviser form

OUR SERVICE TO YOU

Your Financial Adviser Visit

 

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Request a visit

Complete the form below to request a visit, or contact your Financial Adviser through your online MyPlans account.

 

You have the choice to meet with your Adviser face to face in the comfort of your home, or by video appointment, whichever suits you.

 

Request an Adviser

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Meeting your adviser

Our Advisers work solely for Foresters and are paid directly, therefore you will not be charged for any advice given.

 

Your Adviser will explain our financial planning service and how they can be of help to you. Your financial goals and current situation will be assessed to consider if any of our products would be suitable for you.

 

Request an Adviser

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Finding the right solution

Your adviser will recommend any of our protection or savings plans if they suit you or your financial objectives.

 

The recommended Plans will be explained to you, making sure you understand them. However, the decision of whether to proceed will be entirely yours.

 

Request an Adviser

How our video appointments work

 

1

Arrange an appointment by completing the form below, or contacting your adviser within your online MyPlans account.

 

2

You will be sent a confirmation email with your appointment date, time, meeting link and the documents needed for the meeting.

 

3

Video appointments will use Microsoft Teams, where your Adviser will be able to assist you with yours and your family’s financial needs.

 

Information to prepare for your Teams meeting >

 

Book an appointment

See what our customers have to say...

 

Always happy with his explanations of products based on the information I give him. He listens to my needs if circumstances have changed. Very informative


My Financial Adviser was extremely friendly and thorough and talked me through anything I was unsure about. I felt comfortable and am looking forward to saving for my daughters future with you!


We’re so happy to be part of the Foresters, sound financial advice from friendly advisers. We couldn’t be happier with the whole experience.

 

Meet with one of our Financial Advisers by video appointment or home visit (when permissible and aligned with Government restrictions), to discuss your options at your convenience. Request a Financial Adviser appointment by completing the form below.

*Please enter your information and one of our local Advisers will be in contact with you. Our Advisers are remunerated from product charges and will not charge you directly for any visit.

If you want to contact us for any other reason, please visit our Contact us page.

How should we contact you?
I'd like to see a Financial Adviser for a financial review. I would be particularly interested to discuss:
Using your Personal Information
The information you provide on this form will be used to process your request. Forester Life Limited may also contact you at a later date for research purposes or with information about other products and/or services which may be of interest. We will not disclose your details to anyone outside of Foresters Financial without your consent. For more details about how your information is used and how you can change your marketing preferences, please refer to our Privacy Policy.

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